13F-HR filed by Appian Way Asset Management LP
Appian Way Asset Management LP filed this 13F-HR for the quarter ended 2022-03-31, filed 2022-05-16, with 36 holding rows worth $219,910,000.
- Accession
- 0001493152-22-013850
- Filer
- CIK 1795816
- Filed
- 2022-05-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2022
A holdings report, 36 entries on the cover page, a total value of $219,910,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $219,910,000 with VALUE read as thousands by filing date, 13F file number 028-20037. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| AVERY DENNISON CORP COM | 053611109 | Stock | 203,801 | $35,455,000 | thousands by filing date | |
| OLIN CORP | 680665205 | COM PAR $1 | 432,188 | $22,595,000 | thousands by filing date | |
| LINDE PLC | G5494J103 | SHS | 38,942 | $12,439,000 | thousands by filing date | |
| MASCO CORP | 574599106 | COM | 218,170 | $11,127,000 | thousands by filing date | |
| WESTROCK CO | 96145D105 | COM | 234,900 | $11,047,000 | thousands by filing date | |
| LOUISIANA PAC CORP COM | 546347105 | Stock | 165,932 | $10,308,000 | thousands by filing date | |
| MASTEC INC COM | 576323109 | Stock | 106,151 | $9,246,000 | thousands by filing date | |
| ASHLAND INC | 044186104 | COM | 89,867 | $8,844,000 | thousands by filing date | |
| NUTRIEN LTD COM | 67077M108 | Stock | 79,678 | $8,286,000 | thousands by filing date | |
| ELEMENT SOLUTIONS INC COM | 28618M106 | Stock | 362,600 | $7,941,000 | thousands by filing date | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 17,209 | $6,624,000 | thousands by filing date | |
| PILGRIMS PRIDE CORP COM | 72147K108 | Stock | 249,300 | $6,257,000 | thousands by filing date | |
| TRONOX HOLDINGS PLC SHS | G9087Q102 | Stock | 313,878 | $6,212,000 | thousands by filing date | |
| AXALTA COATING SYS LTD COM | G0750C108 | Stock | 252,300 | $6,202,000 | thousands by filing date | |
| FORTUNE BRANDS INNOVATIONS INC COM | 34964C106 | Stock | 82,800 | $6,150,000 | thousands by filing date | |
| Deere & Company | 244199105 | COM | 14,800 | $6,149,000 | thousands by filing date | |
| SYLVAMO CORP | 871332102 | COMMON STOCK | 174,763 | $5,816,000 | thousands by filing date | |
| DARIOHEALTH CORP | 23725P209 | COM | 948,487 | $5,539,000 | thousands by filing date | |
| AZEK CO INC | 05478C105 | CL A | 218,809 | $5,435,000 | thousands by filing date | |
| KBHOME | 48666K109 | COM | 122,400 | $3,963,000 | thousands by filing date | |
| ARMSTRONG WORLD INDS INC NEW | 04247X102 | COM | 43,400 | $3,906,000 | thousands by filing date | |
| CSX Corporation | 126408103 | COM | 98,800 | $3,700,000 | thousands by filing date | |
| INTERNATIONAL FLAVORS&FRAGRANC COM | 459506101 | Stock | 24,400 | $3,204,000 | thousands by filing date | |
| CHART INDS INC | 16115Q308 | COM | 13,800 | $2,370,000 | thousands by filing date | |
| WESTLAKE CORPORATION | 960413102 | COM | 16,000 | $1,974,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 8,800 | $1,961,000 | thousands by filing date | |
| CELANESE CORP DEL COM | 150870103 | Stock | 13,600 | $1,943,000 | thousands by filing date | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 29,094 | $1,878,000 | thousands by filing date | |
| FIRST SOLAR INC COM | 336433107 | Stock | 12,000 | $1,005,000 | thousands by filing date | |
| FLUOR CORP | 343412102 | COM | 31,798 | $912,000 | thousands by filing date | |
| PURECYCLE TECHNOLOGIES INC | 74623V103 | COM | 111,875 | $895,000 | thousands by filing date | |
| PACTIV EVERGREEN INC | 69526K105 | COM | 29,591 | $298,000 | thousands by filing date | |
| LANDCADIA HOLDINGS IV INC | 51477A203 | UNIT 05/01/2025 | 11,208 | $111,000 | thousands by filing date | |
| TRITIUM DCFC LIMITED | Q9225T116 | *W EXP 01/13/202 | 24,658 | $79,000 | thousands by filing date | |
| PONTEM CORPORATION | G71707122 | WARR | 100,000 | $33,000 | thousands by filing date | |
| CLIMATE REAL IMPACT SLUTINS | 187171111 | *W EXP 01/29/202 | 13,766 | $6,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001493152-22-013850 | this filing | 2022-05-16 | acceptance time not in the bulk data set |